Tanner serves his clients by implementing proven, repeatable strategies towards financial success. Tanner graduated with honors and a degree in Finance from Kennesaw State University. He is the recipient of several professional organizational awards and honors, including the Golden Key International Honors Society and the President’s Emerging Global Scholars program at Kennesaw State University.
Tanner and the advanced planning team assist clients on a variety of financial matters including retirement planning, income management and risk management. Tanner develops strategies and solutions to help individuals, families and businesses reach their financial goals more efficiently so they can focus on what matters most to them.
Tanner lives in the Chastain Park neighborhood of Atlanta, GA. He is active in the community and serves in his church’s student ministry. In his leisure time, you’ll find him somewhere on the water or on the golf course.
His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is (404) 260-1662 and the fax number is (404) 260-1762. His email address is email@example.com.